Did you know that Google can slash 10% off of the market value of the entire US Computing Industry? That’s right, simply by executing on their Android strategy they can decimate personal computing’s investment value. How, you may ask? Well, they already chopped roughly 5% off, when they and their OEM partners pushed out tech that Apple just couldn’t compete with, leaving many iPhone buyers wondering why they should upgrade to the iPhone 4.5S, eloquently known as the iPhone 5. This resulted in a shortfall of 20% below the mean analyst estimates and 50% below the high – in terms of expected iPhone 5 sales. Apple slid for several days, hence the entire personal computing sector slid a lot for 3 days. Of course, nobody else in that industry had a problem besides Apple, but what the hell does it matter since – from the market’s perspective – Apple IS the personal computing industry!

Reference my previous articles on the topic as we prepare a Q3 refresh of our Apple model and opinion – once released, should be a doozy of contrarin fact and analysis! In the mean time…

Which Is The More Sustainable Business M…

Which Is The More Sustainable Business Model – Selling The World’s Information or Selling Shiny New Things???

As you can see in the chart above, the margins on the iPhone are soon to be under pressure. I have included a simple model to allow my professional/insitutional subscribers to plug their own numbers in and decide for themselves – see  “iPhone Margin worksheet – blog download (click here to subscribe/upgrade). Between the iPhone and the iPad, we’re talking about 82%…

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Related items (by tag)

• Which Is The More Sustainable Business Model – Selling The World’s Information or Selling Shiny New Things???
• Will Steinway Face The Music? Valuation Report & Accompanying Models For Download
• This Time Is Different As Icarus Blows Up & Burns The Birds Along The Way – Greece Is About To Default AGAIN!
• Apple Bias In The Media Has Simply Gone Too Far, Potentially Hoodwinking Investors Into Believing Apple Has Not Reached Its Zenith
• The Truly Unbiased iPhone 5 Review & Samsung Galaxy Comparison